Needham Investment Management’s TSMC TSM Stock Holding History

Needham Investment Management’s Portfolio TSM Stock Details TSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,200	Closed	-$700K	–	122
2022 Q3	$700K	Sell	10,200 -6,300	-38%	-$521K	0.14%	96
2022 Q2	$1.35M	Hold	16,500	–	–	0.25%	79
2022 Q1	$1.72M	Hold	16,500	–	–	0.25%	75
2021 Q4	$1.99M	Hold	16,500	–	–	0.25%	73
2021 Q3	$1.84M	Hold	16,500	–	–	0.25%	75
2021 Q2	$1.98M	Hold	16,500	–	–	0.29%	67
2021 Q1	$1.95M	Hold	16,500	–	–	0.27%	72
2020 Q4	$1.8M	Hold	16,500	–	–	0.3%	73
2020 Q3	$1.34M	Hold	16,500	–	–	0.27%	72
2020 Q2	$937K	Hold	16,500	–	–	0.2%	73
2020 Q1	$788K	Buy	16,500 +1,000	+6%	+$54.7K	0.22%	78
2019 Q4	$901K	Hold	15,500	–	–	0.25%	63
2019 Q3	$720K	Hold	15,500	–	–	0.23%	60
2019 Q2	$607K	Buy	15,500 +2,000	+15%	+$82.3K	0.2%	64
2019 Q1	$553K	Buy	13,500 +3,000	+29%	+$114K	0.19%	61
2018 Q4	$387K	Buy	10,500 +2,000	+24%	+$76.1K	0.15%	63
2018 Q3	$376K	Buy	+8,500	New	+$352K	0.11%	76

Other funds holding TSM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Needham Investment Management's TSM Position: Q4 2022 in Review

Needham Investment Management sold out of TSMC (TSM) in Q4 2022, closing a stake of 10,200 shares — an estimated $700K sold.

Needham Investment Management first reported a position in TSM in Q3 2018 and held it in 17 quarters. The position peaked at $1.99M in Q4 2021. 1,397 funds tracked by Wall St. Rank hold TSM as of Q4 2022.

Needham Investment Management reported no remaining TSMC position as of Q4 2022 after selling out during the quarter.
Needham Investment Management sold 10,200 TSMC shares in Q4 2022, an estimated $700K.
Needham Investment Management first reported a position in TSMC in Q3 2018 and held it in 17 quarters.
Needham Investment Management's TSMC position peaked at $1.99M in Q4 2021.
1,397 funds tracked by Wall St. Rank held TSMC as of Q4 2022.

Based on Needham Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.